Columbus Macro’s Bain Capital Specialty BCSF Stock Holding History

Columbus Macro’s Portfolio BCSF Stock Details BCSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.65M	Buy	+451,309	New	+$5.89M	0.55%	73
2025 Q2	–	Sell	-340,580	Closed	-$5.65M	–	211
2025 Q1	$5.65M	Buy	340,580 +24,160	+8%	+$426K	0.75%	49
2024 Q4	$5.54M	Buy	+316,420	New	+$5.35M	0.77%	51

Other funds holding BCSF

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

HIMS

Hager Investment Management Services New London, New Hampshire $217M AUM 56.89% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return

Columbus Macro's BCSF Position: Q2 2026 in Review

Columbus Macro opened a new position in Bain Capital Specialty (BCSF) in Q2 2026: 451,309 shares worth $5.65M. The stake represents 0.55% of the portfolio and ranks #73 among its holdings. This is a return to the name: Columbus Macro previously reported a position in BCSF as recently as Q1 2025.

Columbus Macro first reported a position in BCSF in Q4 2024 and has held it in 3 quarters since. The position peaked at $5.65M in Q1 2025. 23 funds tracked by Wall St. Rank hold BCSF as of Q2 2026.

Columbus Macro held 451,309 shares of Bain Capital Specialty worth $5.65M as of Q2 2026.
Bain Capital Specialty was a new Columbus Macro position in Q2 2026.
Bain Capital Specialty made up 0.55% of Columbus Macro's portfolio in Q2 2026, its #73 holding.
Columbus Macro first reported a position in Bain Capital Specialty in Q4 2024 and has held it in 3 quarters since.
Columbus Macro's Bain Capital Specialty position peaked at $5.65M in Q1 2025.
23 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q2 2026.

Based on Columbus Macro's 13F filing for Q2 2026, filed 22 Jul 2026.